Anic Equity¶
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Total return since start: 0.612 %¶
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Equity now: -----------------------------> 49233.92 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45171.73 Kr¶
PnL: ---------------------------------------> 115.73 Kr¶
DD now: ---------------------------------> -7.316 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 13:39:25.359403'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.000000 | 1667.700000 | 198.700000 | 13.530000 | 1468.999998 |
| Orrön Energy | 180 | -1.310000 | 2173.500000 | 130.500000 | 6.390000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.250000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | 0.050000 | 1002.240000 | 35.240000 | 3.640000 | 966.999996 |
| Catena | 2 | -1.430000 | 826.800000 | 34.800000 | 4.390000 | 792.000000 |
| Sagax B | 4 | -0.980000 | 888.400000 | 34.400000 | 4.030000 | 854.000000 |
| JM | 6 | -1.200000 | 891.600000 | 27.600000 | 3.190000 | 864.000000 |
| Sedana Medical | 93 | -4.260000 | 2548.200000 | 27.200000 | 1.080000 | 2521.000011 |
| Platzer Fastigheter Holding B | 12 | -3.290000 | 986.400000 | 25.400000 | 2.640000 | 960.999996 |
| OX2 | 13 | 1.770000 | 971.750000 | 21.750000 | 2.290000 | 949.999999 |
| Bilia A | 8 | -0.260000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Biotage | 7 | -0.440000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| VEF | 909 | -2.480000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| HEXPOL B | 9 | 0.180000 | 1029.600000 | 8.600000 | 0.840000 | 1020.999996 |
| BioGaia B | 8 | -1.850000 | 932.800000 | 2.800000 | 0.300000 | 930.000000 |
| Gränges | 9 | -1.430000 | 928.800000 | 0.800000 | 0.090000 | 927.999999 |
| Clas Ohlson B | 12 | -1.220000 | 972.000000 | -1.000000 | -0.100000 | 972.999996 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Byggmax Group | 33 | -2.100000 | 953.040000 | -2.960000 | -0.310000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.100000 | 771.150000 | -7.850000 | -1.010000 | 779.000001 |
| EQT | 4 | -1.530000 | 823.600000 | -8.400000 | -1.010000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -0.880000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| Alimak Group | 11 | -1.560000 | 904.200000 | -23.800000 | -2.560000 | 927.999996 |
| Addnode Group B | 11 | -0.550000 | 897.050000 | -23.950000 | -2.600000 | 921.000003 |
| SKF B | 5 | -0.740000 | 911.500000 | -28.500000 | -3.030000 | 940.000000 |
| Indutrade | 5 | -0.840000 | 1180.000000 | -38.000000 | -3.120000 | 1218.000000 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Latour B | 4 | -1.180000 | 806.400000 | -50.600000 | -5.900000 | 857.000000 |
| Vitec Software Group B | 2 | -3.400000 | 1023.000000 | -64.000000 | -5.890000 | 1087.000000 |
| Bufab | 3 | -0.860000 | 1041.600000 | -67.400000 | -6.080000 | 1109.000001 |
| Hexagon B | 26 | -2.080000 | 3361.800000 | -99.200000 | -2.870000 | 3461.000010 |
| BHG Group | 97 | -1.970000 | 1354.120000 | -104.880000 | -7.190000 | 1458.999989 |
| TOTAL | 45171.730000 | 115.730000 | -7.31627% | 45056.000411 |
Updated:¶
'2023-07-05 13:39:42.379645'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
